Boringly very little to add.. More in Nutstuff Letter out tomorrow.
Thankfully the Nutstuff bar-bell is working well and in a rotational mkt our “oversold software SAAS adds” of 2 weeks ago have really paid dividends. Digital/ crypto, the liquidity suck out of it is painful but just have to take it. ( more tomorrow and some really positive news finally emerging in Depin land!)
Then 2 hrs with a prominent Uranium CEO yesterday only served to strengthen my resolve here and am adding another small spec-sit holding. See UEC US yday!
Also No let up in Energy …
Then there is SPACE-X… Lets make this really simple: SpaceX: “Engineered to work!” Passive guys will back-stop this. Some Retail will also get to play… Speedy index inclusion and speedy lock-up means people who dont normally care on IPO’s will have to. Normally no need to look for 6mths at an IPO… Brahma and Fidelity never used to care. July lock-up. Think a 1% weight immediately going to 2% July and 3% by September.
June 3, 2026 171
